Carli Smith is a CFP-designated registered investment advisor at Burkholder Wealth Management, based in Austin, TX, with 11 years of industry experience. Carli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 268 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable. For accounts over $20,000,000, the fee is determined by the complexity of planning needs. Existing clients are grandfathered on their current fee schedule.
Fee Estimator
Location
3103 Bee Caves Rd, Suite 201, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Burkholder Wealth Management
Previous Registrations
Ml&r Wealth Management LLC
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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